Tarbox Family Office’s Enterprise Products Partners EPD Stock Holding History

Tarbox Family Office’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-2,834	Closed	-$74K	–	608
2017 Q3	$74K	Hold	2,834	–	–	0.03%	136
2017 Q2	$77K	Hold	2,834	–	–	0.04%	123
2017 Q1	$78K	Buy	+2,834	New	+$79.2K	0.04%	108
2015 Q2	–	Sell	-470	Closed	-$15K	–	555
2015 Q1	$15K	Sell	470 -230	-33%	-$7.71K	0.01%	191
2014 Q4	$25K	Hold	700	–	–	0.02%	140
2014 Q3	$28K	Hold	700	–	–	0.03%	131
2014 Q2	$27K	Hold	700	–	–	0.02%	132
2014 Q1	$24K	Hold	700	–	–	0.02%	157
2013 Q4	$23K	Buy	+700	New	+$21.8K	0.02%	192

Other funds holding EPD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return